Latest Institutional Purchases of Spdr Ser Tr S&P Transn ETF (XTN)
This list provides information on the latest institutional transactions involving Spdr Ser Tr S&P Transn ETF (XTN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
9New |
$584 - $682
|
9
$855
|
|
| Q3 2022 | |||||||
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
451New |
$28.7K - $36.7K
|
451
$42.8K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
34New |
$2.16K - $2.77K
|
34
$3.23K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
28New |
$1.78K - $2.28K
|
28
$2.66K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
10New |
$635 - $815
|
10
$950
|
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
4+ 0.34% |
$254 - $326
|
1.17K
$111K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 0.28% |
$127 - $163
|
724
$68.8K
|
|
| Q2 2022 | |||||||
|
Aug 04, 2022
Q2 2022
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
3.13K+ 27.59% |
$209K - $269K
|
14.5K
$1.37M
|
|
|
Aug 10, 2022
Q2 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.45K+ 3.61% |
$96.8K - $125K
|
41.5K
$3.94M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
102New |
$6.83K - $8.8K
|
102
$9.69K
|
|
|
Jul 20, 2022
Q2 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
39+ 0.44% |
$2.61K - $3.36K
|
8.92K
$848K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
26New |
$1.74K - $2.24K
|
26
$2.47K
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
25+ 62.5% |
$1.67K - $2.16K
|
65
$6.17K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
8New |
$536 - $690
|
8
$760
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
7New |
$469 - $604
|
7
$665
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
5New |
$335 - $431
|
5
$475
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$67 - $86.2
|
1
$95
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 1.19% |
$67 - $86.2
|
85
$8.07K
|
|
| Q1 2022 | |||||||
|
Apr 25, 2022
Q1 2022
|
Norwood Financial Corp
|
BUY
|
- |
50+ 33.33% |
$4K - $4.79K
|
200
$19K
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1+ 1.43% |
$80.1 - $95.8
|
71
$6.74K
|
|
| Q4 2021 | |||||||
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
200New |
$17.5K - $19.7K
|
200
$19K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
50New |
$4.37K - $4.94K
|
50
$4.75K
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
11+ 68.75% |
$961 - $1.09K
|
27
$2.56K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
5New |
$437 - $494
|
5
$475
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
350New |
$27.7K - $31.3K
|
350
$33.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
62New |
$4.9K - $5.54K
|
62
$5.89K
|
|
| Q2 2021 | |||||||
|
Aug 05, 2021
Q2 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
53New |
$4.47K - $4.87K
|
53
$5.03K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.66KNew |
$672K - $865K
|
9.66K
$917K
|
|
|
Sep 21, 2023
Q1 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
2.4KNew |
$167K - $215K
|
2.4K
$228K
|
|
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
20New |
$1.39K - $1.79K
|
20
$1.9K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
4KNew |
$209K - $247K
|
4K
$380K
|
|
| Q4 2018 | |||||||
|
Feb 11, 2019
Q4 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
4New |
N/A
|
4
$380
|
|
| Q4 2017 | |||||||
|
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.32KNew |
N/A
|
3.32K
$316K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2New |
N/A
|
2
$190
|
|